Rowland Carmichael Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-120
Closed -$16K 303
2016
Q4
$16K Hold
120
0.01% 290
2016
Q3
$15K Hold
120
0.01% 273
2016
Q2
$15K Sell
120
-130
-52% -$16.3K 0.01% 279
2016
Q1
$30K Buy
+250
New +$30K 0.03% 184